GCA
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Gradient Capital Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Gradient Capital Advisors’s Portfolio BMY Stock Details BMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,609
Closed -$220K – 163
2025
Q1 		$220K Buy
3,609
+60
+2% +$3.5K 0.07% 153
2024
Q4 		$201K Buy
+3,549
New +$198K 0.06% 151
2024
Q1 		– Sell
-4,534
Closed -$233K – 140
2023
Q4 		$233K Buy
4,534
+189
+4% +$9.92K 0.09% 133
2023
Q3 		$252K Sell
4,345
-488
-10% -$29.9K 0.11% 126
2023
Q2 		$309K Buy
4,833
+46
+1% +$3.08K 0.12% 111
2023
Q1 		$332K Sell
4,787
-22
-0.5% -$1.55K 0.14% 102
2022
Q4 		$346K Sell
4,809
-24
-0.5% -$1.81K 0.16% 94
2022
Q3 		$344K Buy
+4,833
New +$351K 0.16% 94

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return